Sax Wealth Advisors, LLC Shell PLC Transaction History
Sax Wealth Advisors, LLC
- $1.84 Billion
- Q3 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Shell PLC stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 4,016 shares of SHEL stock, worth $304,252. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,016
Previous 4,163
3.53%
Holding current value
$304,252
Previous $293,000
2.05%
% of portfolio
0.02%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding SHEL
# of Institutions
1,612Shares Held
275MCall Options Held
10.1MPut Options Held
3.41M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa26.8MShares$2.03 Billion0.71% of portfolio
-
Dimensional Fund Advisors LP Austin, TX24.4MShares$1.85 Billion0.39% of portfolio
-
Eagle Capital Management LLC New York, NY10.2MShares$776 Million2.33% of portfolio
-
Pendal Group LTD9.69MShares$734 Million4.52% of portfolio
-
Morgan Stanley New York, NY9.5MShares$719 Million0.04% of portfolio
About Shell plc
- Ticker SHEL
- Exchange OTC
- Sector Energy
- Industry Oil & Gas Integrated
- Shares Outstandng 3,560,539,904
- Market Cap $270B
- Description
- Shell plc operates as an energy and petrochemical company Europe, Asia, Oceania, Africa, the United States, and Rest of the Americas. The company operates through Integrated Gas, Upstream, Marketing, Chemicals and Products, and Renewables and Energy Solutions segments. It explores for and extracts crude oil, natural gas, and natural gas liquids;...